7 institutions reported holding $21.9M of ADVISORS INNER CIRCLE FD III (SAMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Baird Financial Group, Inc. ($12.7M), ENVESTNET ASSET MANAGEMENT INC ($5.2M), Archford Capital Strategies, LLC ($1.9M), HighTower Advisors, LLC ($1.1M), Synergy Asset Management, LLC ($525,296). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $12.7M | 391,969 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 161,763 | Added |
| 3 | Archford Capital Strategies, LLC | $1.9M | 58,356 | Added |
| 4 | HighTower Advisors, LLC | $1.1M | 33,321 | Added |
| 5 | Synergy Asset Management, LLC | $525,296 | 16,248 | New |
| 6 | Hilltop Holdings Inc. | $274,804 | 8,500 | Hold |
| 7 | QUANTIFY CHAOS ADVISORS, LLC | $242,422 | 7,498 | Added |
Source: SEC Form 13F filings · as of 2026-06-30